| GRGina M. RaimondoExecutive | Fidelity Extended Market Index Fund (FSMAX)fund | Sell | $15,001 – $50,000 | Sep 27, 2023 | Jul 20, 2024 | 297 | Filing for Gina M. Raimondo Fidelity Extended Market Index Fund (FSMAX) trade |
| GRGina M. RaimondoExecutive | VNQVanguard Real Estate ETF | Sell | $1,001 – $15,000 | Sep 27, 2023 | Jul 20, 2024 | 297 | Filing for Gina M. Raimondo VNQ trade |
| GRGina M. RaimondoExecutive | IJRiShares Core S&P Small-Cap ETF | Sell | $50,001 – $100,000 | Sep 18, 2023 | Jul 20, 2024 | 306 | Filing for Gina M. Raimondo IJR trade |
| GRGina M. RaimondoExecutive | Vanguard Emerging Markets Stock Indexetf | Sell | $50,001 – $100,000 | Sep 18, 2023 | Jul 20, 2024 | 306 | Filing for Gina M. Raimondo Vanguard Emerging Markets Stock Index trade |
| GRGina M. RaimondoExecutive | Fidelity Total Bond Fund (FTBFX)fund | Sell | $50,001 – $100,000 | Sep 18, 2023 | Jul 20, 2024 | 306 | Filing for Gina M. Raimondo Fidelity Total Bond Fund (FTBFX) trade |
| GRGina M. RaimondoExecutive | Fidelity Capital & Income Fund (FAGIX)fund | Sell | $50,001 – $100,000 | Sep 18, 2023 | Jul 20, 2024 | 306 | Filing for Gina M. Raimondo Fidelity Capital & Income Fund (FAGIX) trade |
| GRGina M. RaimondoExecutive | Fidelity Floating Rate High Income (FFRHX)stock | Sell | $100,001 – $250,000 | Sep 18, 2023 | Jul 20, 2024 | 306 | Filing for Gina M. Raimondo Fidelity Floating Rate High Income (FFRHX) trade |
| GRGina M. RaimondoExecutive | Fidelity High Income Fund (SPHIX)fund | Sell | $100,001 – $250,000 | Sep 18, 2023 | Jul 20, 2024 | 306 | Filing for Gina M. Raimondo Fidelity High Income Fund (SPHIX) trade |
| GRGina M. RaimondoExecutive | IJHiShares Core S&P Mid-Cap ETF | Sell | $50,001 – $100,000 | Aug 28, 2023 | Jul 20, 2024 | 327 | Filing for Gina M. Raimondo IJH trade |
| GRGina M. RaimondoExecutive | VNQVanguard Real Estate ETF | Sell | $15,001 – $50,000 | Aug 28, 2023 | Jul 20, 2024 | 327 | Filing for Gina M. Raimondo VNQ trade |
| GRGina M. RaimondoExecutive | Fidelity New Markets Income Fund (FNMIX)fund | Sell | $15,001 – $50,000 | Aug 28, 2023 | Jul 20, 2024 | 327 | Filing for Gina M. Raimondo Fidelity New Markets Income Fund (FNMIX) trade |
| GRGina M. RaimondoExecutive | Fidelity Short-Term Bond Fund (FSHBX)fund | Sell | $15,001 – $50,000 | Aug 28, 2023 | Jul 20, 2024 | 327 | Filing for Gina M. Raimondo Fidelity Short-Term Bond Fund (FSHBX) trade |
| GRGina M. RaimondoExecutive | Schwab Value Advantage Money Fundfund | Sell | $15,001 – $50,000 | Aug 28, 2023 | Jul 20, 2024 | 327 | Filing for Gina M. Raimondo Schwab Value Advantage Money Fund trade |
| GRGina M. RaimondoExecutive | VNQVanguard Real Estate ETF | Sell | $1,001 – $15,000 | Aug 8, 2023 | Jul 20, 2024 | 347 | Filing for Gina M. Raimondo VNQ trade |
| GRGina M. RaimondoExecutive | Vanguard Emerging Markets Stock Indexetf | Sell | $15,001 – $50,000 | Aug 8, 2023 | Jul 20, 2024 | 347 | Filing for Gina M. Raimondo Vanguard Emerging Markets Stock Index trade |
| GRGina M. RaimondoExecutive | IJRiShares Core S&P Small-Cap ETF | Sell | $15,001 – $50,000 | Aug 8, 2023 | Jul 20, 2024 | 347 | Filing for Gina M. Raimondo IJR trade |
| GRGina M. RaimondoExecutive | IJHiShares Core S&P Mid-Cap ETF | Sell | $15,001 – $50,000 | Aug 8, 2023 | Jul 20, 2024 | 347 | Filing for Gina M. Raimondo IJH trade |
| GRGina M. RaimondoExecutive | IVOOVanguard S&P Mid-Cap 400 ETF | Sell | $15,001 – $50,000 | Aug 8, 2023 | Jul 20, 2024 | 347 | Filing for Gina M. Raimondo IVOO trade |
| GRGina M. RaimondoExecutive | VIOOVanguard S&P Small-Cap 600 ETF | Sell | $15,001 – $50,000 | Aug 8, 2023 | Jul 20, 2024 | 347 | Filing for Gina M. Raimondo VIOO trade |
| GRGina M. RaimondoExecutive | Fidelity New Markets Income Fund (FNMIX)fund | Sell | $1,001 – $15,000 | Aug 8, 2023 | Jul 20, 2024 | 347 | Filing for Gina M. Raimondo Fidelity New Markets Income Fund (FNMIX) trade |
| GRGina M. RaimondoExecutive | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)fund | Sell | $1,001 – $15,000 | Aug 8, 2023 | Jul 20, 2024 | 347 | Filing for Gina M. Raimondo Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) trade |
| GRGina M. RaimondoExecutive | Fidelity High Income Fund (SPHIX)fund | Sell | $15,001 – $50,000 | Aug 8, 2023 | Jul 20, 2024 | 347 | Filing for Gina M. Raimondo Fidelity High Income Fund (SPHIX) trade |
| MBMichael BarrExecutive | Michigan Education Savings Program - Instock | Sell | $15,001 – $50,000 | Jul 31, 2023 | Jul 20, 2024 | 355 | Filing for Michael Barr Michigan Education Savings Program - In trade |
| MBMichael BarrExecutive | Michigan Education Savings Programstock | Sell | $15,001 – $50,000 | Jul 31, 2023 | Jul 20, 2024 | 355 | Filing for Michael Barr Michigan Education Savings Program trade |
| WBWilliam J. BurnsExecutive | BlackRockGlobal Allocation Fund, Inc Institutional Shares (MALOX)fund | Sell | $1,001 – $15,000 | Jul 14, 2023 | Jul 20, 2024 | 372 | Filing for William J. Burns BlackRockGlobal Allocation Fund, Inc Institutional Shares (MALOX) trade |
| WBWilliam J. BurnsExecutive | First EagleGlobal Fund Class I Shares (SGIIX)fund | Sell | $1,001 – $15,000 | Jul 14, 2023 | Jul 20, 2024 | 372 | Filing for William J. Burns First EagleGlobal Fund Class I Shares (SGIIX) trade |
| LCLisa CookExecutive | IJHiShares Core S&P Mid-Cap ETF | Sell | $1,001 – $15,000 | May 9, 2023 | Jul 20, 2024 | 438 | Filing for Lisa Cook IJH trade |
| LCLisa CookExecutive | SCHBSchwab U.S. Broad Market ETF | Sell | $1,001 – $15,000 | May 9, 2023 | Jul 20, 2024 | 438 | Filing for Lisa Cook SCHB trade |
| LCLisa CookExecutive | SCHGSchwab U.S. Large-Cap Growth ETF | Sell | $1,001 – $15,000 | May 9, 2023 | Jul 20, 2024 | 438 | Filing for Lisa Cook SCHG trade |
| LCLisa CookExecutive | VIGIVanguard International Dividend Appreciation ETF | Sell | $1,001 – $15,000 | May 9, 2023 | Jul 20, 2024 | 438 | Filing for Lisa Cook VIGI trade |
| LCLisa CookExecutive | VTVVanguard Morningstar Value ETF | Sell | $1,001 – $15,000 | May 9, 2023 | Jul 20, 2024 | 438 | Filing for Lisa Cook VTV trade |
| MBMichael BarrExecutive | Michigan Education Savings Program - In School Optionstock | Sell | $1,001 – $15,000 | Apr 24, 2023 | Jul 20, 2024 | 453 | Filing for Michael Barr Michigan Education Savings Program - In School Option trade |
| MBMichael BarrExecutive | Michigan Education Savings Program Principal Plus Interest Optionstock | Sell | $1,001 – $15,000 | Apr 24, 2023 | Jul 20, 2024 | 453 | Filing for Michael Barr Michigan Education Savings Program Principal Plus Interest Option trade |
| WBWilliam J. BurnsExecutive | ISTBiShares Core 1-5 Year USD Bond ETF | Sell | $500,001 – $1,000,000 | Jan 24, 2023 | Jul 20, 2024 | 543 | Filing for William J. Burns ISTB trade |
| WBWilliam J. BurnsExecutive | Vanguard Intermediate-Term Treasury Indexbond | Sell | $50,001 – $100,000 | Jan 24, 2023 | Jul 20, 2024 | 543 | Filing for William J. Burns Vanguard Intermediate-Term Treasury Index trade |
| WBWilliam J. BurnsExecutive | ACWXiShares MSCI ACWI ex U.S. ETF | Sell | $100,001 – $250,000 | Jan 24, 2023 | Jul 20, 2024 | 543 | Filing for William J. Burns ACWX trade |
| WBWilliam J. BurnsExecutive | ACWIiShares MSCI ACWI ETF | Sell | $100,001 – $250,000 | Jan 24, 2023 | Jul 20, 2024 | 543 | Filing for William J. Burns ACWI trade |
| WBWilliam J. BurnsExecutive | BNDVanguard Total Bond Market ETF | Sell | $100,001 – $250,000 | Jan 24, 2023 | Jul 20, 2024 | 543 | Filing for William J. Burns BND trade |
| WBWilliam J. BurnsExecutive | GEGE Aerospace | Sell | $1,001 – $15,000 | Jan 24, 2023 | Jul 20, 2024 | 543 | Filing for William J. Burns GE trade |
| WBWilliam J. BurnsExecutive | XOMExxonMobil Holdings Corporation | Sell | $1,001 – $15,000 | Jan 24, 2023 | Jul 20, 2024 | 543 | Filing for William J. Burns XOM trade |
Rick LarsenD-WAHouse | WMWaste Management Inc. | Sell | $1,001 – $15,000 | Jul 2, 2024 | Jul 17, 2024 | 15 | Filing for Rick Larsen WM trade |
Rick LarsenD-WAHouse | HIGThe Hartford Insurance Group Inc. | Sell | $1,001 – $15,000 | Jul 2, 2024 | Jul 17, 2024 | 15 | Filing for Rick Larsen HIG trade |
Kathy CastorD-FLHouse | BRK.BBerkshire Hathaway Inc. | Partial sellJoint | $15,001 – $50,000 | Jul 15, 2024 | Jul 15, 2024 | 0 | Filing for Kathy Castor BRK.B trade |
Scott H. PetersD-CAHouse | U.S Treasury Billsbond | Partial sellSpouse | Spouse/DC Over $1,000,000 | Jun 20, 2024 | Jul 15, 2024 | 25 | Filing for Scott H. Peters U.S Treasury Bills trade |
Scott H. PetersD-CAHouse | San Francisco CA IMPT SCHbond | SellSpouse | $50,001 – $100,000 | Jun 17, 2024 | Jul 15, 2024 | 28 | Filing for Scott H. Peters San Francisco CA IMPT SCH trade |
Scott H. PetersD-CAHouse | U.S Treasury Billsbond | Partial sellSpouse | $250,001 – $500,000 | Jun 11, 2024 | Jul 15, 2024 | 34 | Filing for Scott H. Peters U.S Treasury Bills trade |
Scott H. PetersD-CAHouse | U.S Treasury Billsbond | Partial sellSpouse | $250,001 – $500,000 | Jun 7, 2024 | Jul 15, 2024 | 38 | Filing for Scott H. Peters U.S Treasury Bills trade |
| LMLisa O. MonacoExecutive | PIMCO Low Duration Income Fund Class I-2fund | Sell | $15,001 – $50,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco PIMCO Low Duration Income Fund Class I-2 trade |
| LMLisa O. MonacoExecutive | Virtus KAR International Small-Cap Fundfund | Sell | $15,001 – $50,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco Virtus KAR International Small-Cap Fund trade |
| LMLisa O. MonacoExecutive | VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX)fund | Sell | $1,001 – $15,000 | Nov 6, 2023 | Jul 13, 2024 | 250 | Filing for Lisa O. Monaco VIRTUS KAR INTERNATIONAL SMALL MID CAP FUND CL I (VIISX) trade |